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FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Chart of all of the Bogart Wealth services

We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

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Are their recommendations based purely on what’s best for you?

Schedule a WealthCoaching Session

WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

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Advisors & Planners

Is a Life Insurance Payout Taxable?

Most people with families or dependents know a little about life insurance payouts. The proceeds …

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US Capital building
Investment Management

Election 2020: Political Uncertainty Creates Potential for Market Swings

With the nation closely divided, it is difficult to forecast election outcomes based on opinion polls. It’s no secret that financial markets prefer clarity and have reacted to election surprises in the past.

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Medicare Open Enrollment | Bogart Wealth
Retirement Planning Articles

Medicare Open Enrollment for 2021 Begins October 15th

The Open Enrollment Period — which begins on October 15 and runs through December 7 — is your opportunity to switch Medicare health and prescription drug plans to better suit your needs.

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Uncategorized

Key 2021 Tax Numbers (Projected)

Even though the official numbers have not yet been published by the IRS, we’ve projected many of the key tax figures for 2021.

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Is Bogart right for me?

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